Derek A. Kessen
Investment adviser representative at Steward Advisors Group, LLC
19 yearsExperience
2 statesRegistered in
$105.4MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Steward Advisors Group, LLCJun 2022 to now
- Heron Ventures, LLC F/k/a Lvp Advisors, LLCDec 2021 to now
- Oncenter LLCJan 2020 to now
- Performance Trust Capital Partners, LLCOct 2007 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2010
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Steward Advisors Group, LLC
$105.4MAssets managed
109Clients
8Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5445194
- Firm CRD
- 321846